Prepare the file
Document collection, CRM data entry, supporting-document checks and application packaging against your agreed checklist.
Services / Mortgage processing
PEOPLE / PROCESS / PROGRESS01
For mortgage brokers
Mortgage processingfor brokerages.
Outsourced loan-file support from application preparation to settlement. We scope the work around your brokerage’s systems, lender requirements and approval process.
Discuss mortgage supportPEOPLE / PROCESS / PROGRESS01THE WORK BEHIND THE OUTCOMEA clear scope.
A clear scope.
Useful support.
Agree the details once.
Give every hand-off a better starting point.
Support submission
Lender portal entry, attachment preparation, valuation ordering and lodgement support with your approval.
Keep things moving
Track outstanding documents, follow up with lenders and maintain clear status notes so you know what needs attention.
Support settlement
Coordinate agreed settlement administration, organise final documents and update your CRM for the next stage of the relationship.
FROM HAND-OFF TO DELIVERY
A process you can follow.
- 01
Your brief
- 02
File preparation
- 03
Review & approval
- 04
Submission support
- 05
Settlement support
You stay in control.
You retain lender selection, credit assistance, client strategy and final approvals. We scope the administrative support around those responsibilities.
GETTING STARTEDA better brief.
A better brief.
A better beginning.
Before the first piece of work, we agree what your team provides and what you expect back.
- Your process and lender checklist
- Approved access to your CRM and portals
- A complete file brief and current documents
- Approval contacts and escalation instructions
AGGREGATOR CRM PLATFORMS
Keep the tools your team already knows.
We work within your aggregator CRM, lender portals and document tools. Together, we confirm access, task ownership and the workflow before work starts.
We agree quality checks, turnaround expectations and how to handle missing information or approvals.
Discuss your CRM workflow Explore security & qualityA LITTLE MORE CLARITYGood questions.
Good questions.
Clear answers.
Yes. A workflow review is a good place to define a manageable starting scope. Agree the inputs, review process and measures of success before expanding the arrangement.
Your systems and templates are part of the initial scoping conversation. We agree the tools, access permissions and documentation requirements before work begins.
You retain your client relationships, business decisions and approvals. For regulated services, advice and authorisation remain with the appropriately licensed professional or firm.
We scope the work, expected volume, complexity and completeness of the hand-off together. Your agreed service schedule should define delivery targets, dependencies and escalation contacts.
LET’S MOVE FORWARD
A little more support.A lot more possibility.
Start with your workflow.
We’ll find where we can help.